Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | JPMorgan Active Growth ETF · JGRO cheaper | 79% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 2 | T. Rowe Price Tax-Efficient Equity Fund · PREFX, TEEFX diff. adviser | 61% | 0.68% | T. Rowe Price Associates, Inc. |
| 3 | Nuveen Large Cap Growth Fund · TIRTX, TILRX, TILGX, TILPX, TILHX, TILWX cheaper diff. adviser | 60% | 0.00% | Teachers Advisors, LLC |
| 4 | Nuveen Life Growth Equity Fund · TLGQX diff. adviser | 60% | 0.52% | Teachers Advisors, LLC |
| 5 | JPMorgan U.S. GARP Equity Fund · JPGSX, JIGAX, JCICX, JGIRX, JIGZX, JGISX cheaper | 59% | 0.34% | J.P. Morgan Investment Management, Inc. |
| 6 | Victory RS Growth Fund · RGRYX, RSGRX, RGWCX diff. adviser | 59% | 0.83% | Victory Capital Management Inc. |
| 7 | NVIT J.P. Morgan Large Cap Growth Fund cheaper diff. adviser | 59% | 0.44% | Nationwide Fund Advisors |
| 8 | EQ/JPMorgan Growth Stock Portfolio diff. adviser | 59% | 0.71% | Equitable Investment Management Group, LLC |
| 9 | JPMorgan Large Cap Growth Fund · SEEGX, OLGAX, OLGCX, JLGZX, JLGRX, JLGMX, JLGPX, JLGQX cheaper | 59% | 0.44% | J.P. Morgan Investment Management, Inc. |
| 10 | Large Cap Growth Portfolio I diff. adviser | 59% | — | UBS Trust Company of Puerto Rico |
| 11 | PACE Large Co Growth Equity Investments · PCLCX, PLAAX, PLAYX, PLATX cheaper diff. adviser | 58% | 0.37% | UBS Asset Management (Americas) LLC |
| 12 | Franklin Growth Opportunities Fund · FGRAX, FKACX, FRAAX, FKARX, FOPPX diff. adviser | 58% | 0.57% | Franklin Advisers, Inc. |
| 13 | Praxis Impact Large Cap Growth ETF · PRXG cheaper diff. adviser | 58% | 0.36% | Everence Capital Management, Inc. |
| 14 | Jennison Growth Portfolio diff. adviser | 58% | 0.54% | Brighthouse Investment Advisers, LLC |
| 15 | College Retirement Equities Fund - Growth Account · QCGRRX, QCGRPX, QCGRIX, QCGRFX diff. adviser | 58% | — | TIAA-CREF Investment Management, LLC |
| 16 | Schwab Select Large Cap Growth Fund · LGILX diff. adviser | 58% | 0.73% | Charles Schwab Investment Management, Inc. |
| 17 | PRAXIS GROWTH INDEX FUND · MGNDX, MMDEX cheaper diff. adviser | 58% | 0.35% | Everence Capital Management, Inc. |
| 18 | Janus Henderson Research Portfolio · JAGRX diff. adviser | 57% | 0.67% | Janus Henderson Investors US LLC |
| 19 | Janus Henderson Research Fund · JAMRX, JRAAX, JRACX, JRAIX, JRASX, JNRFX, JRANX, JRARX | 57% | 0.72% | — |
| 20 | Growth Stock Portfolio cheaper diff. adviser | 57% | 0.42% | Mason Street Advisors, LLC |
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